Filed June 14, 2013 (most recent of 4 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC2 years Service code 15 · EIN 82-1061233 | Recordkeeping | $763,000 |
MORLEY CAPITAL MANAGEMENT8+ years Filed as: MORLEY CAPITAL MANAGEMENT, INC. Service code 67 · EIN 93-0849924 | Other insurance wrap fees | $279,004 |
GARTMORE MORLEY CAPITAL TRUST8+ years Service code 28 · EIN 39-0856417 | Investment Management | $165,000 |
Filed as: WILSHIRE Service code 27 · EIN 95-2755361 | Advisory (Plan) | $75,000 |
BLACKROCK8+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 21 · EIN 94-3112180 | Bank Trustee | $67,000 |
MOSS ADAMS LLP1 year Service code 10 · EIN 91-0189318 | Accounting | $53,000 |
Filed as: PWC Service code 10 · EIN 13-4008324 | Accounting | $15,000 |
Filed as: MORGAN LEWIS & BOCKIUS LLP Service code 49 · EIN 23-0891050 | Other Services | $5,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,377 | $84,000+68.3% | $119,609+18.2% | $77,904+81.5% |
| Participation rate | 97.7% | 77.8%+19.9pp | 79.3%+18.5pp | 73.7%+24.1pp |
| Annual return | -15.92% | -11.59%-4.3pp | -14.97%-0.9pp | 12.21%-28.1pp |
| Employer contribution / active EE | $6,147 | $2,907+111.4% | $4,232+45.3% | $2,848+115.9% |
| Participant deferral / active EE | $9,148 | $4,705+94.4% | $5,602+63.3% | $4,806+90.3% |
| Admin fee / account holder | $154 | $116+33.2% | $10,323-98.5% | $133+16.4% |